ProjX360 management software was developed for the Custom Integration Industry by a veteran integrator with over 25 years of experience in the industry. Being a seasoned integrator, he was searching for an overall management solution software that was geared toward the industry but couldn’t find a comprehensive solution. ProjX360 was born from a desire to fill that market gap.
ProjX360 is the Custom Integration Industries end-to-end SaaS management solution. ProjX360 can manage your projects from the sales process to creating professional detailed proposals with our proposal tool. Once the proposal is approved, you can manage the entire project with work orders, scheduling, time tracking, and many other tools all the way through the completion of the project. You can also manage your service calls with our service work orders and scheduling. If a product needs to go in for repair, you can create service repair tickets and set notifications that if a product isn’t back from the manufacture in a certain time frame you will receive a follow up notification.
ProjX360 also has a complete inventory management system that was designed specifically for the Custom Integration Industry allowing you to allocate and deallocate products to specific projects. We have an App for both iOS and Android with offline time tracking and push notifications for your technicians. Our mobile friendly interface allows all your employees easy access to our cloud-based software from anywhere, anytime and on any device.
- New V3 Updates:
- V3 update includes a new user interface and a complete back-end overhaul that upgrades software with the latest technology in software design.
- V3 migrates ProjX360 to the latest L.A.M.P. technology stack popular in today’s web platforms, known for its ability to process complex data in real-time.
- Updated to a “flat” design, a popular streamlined style of interface design that emphasizes minimalist use of simple elements, typography, and flat colors.
- New elements to the interface such as a new three-dot menu, new data tables for Sales CRM, and easier data entering/editing via a drawer format.
- The Calendar format has also been enhanced and can now be viewed inside the Client view or Project view.
- Sales CRM:
- With ProjX360 Sales CRM, you and your team will be able to easily manage and track your entire sales pipeline which will allow you to close more deals efficiently.
- ProjX360’s Sales CRM makes creating and working with opportunities as easy as possible which allows your team more time to sell.
- Proposal Generator:
- With ProjX360’s Proposal Generation Tool, you can quickly and easily create proposals anytime, anywhere.
- Our user friendly UI allows you to create professional & accurate proposals very quickly, so you can get them to your potential customer and close the deal.
- Project Management:
- Get visibility of every project and the stage of the project with the quick snap shot feature in the project detail page.
- Cloud Storage:
- Keep project files organized with our provided cloud storage. Access your project and company documents from any device.
- Work Orders:
- Create Project Work Orders during the build of the project to relay to the techs what needs to be done during that stage of the project
- Create Service Work Orders for the service calls after the project is completed
- Add notes and attachments by line item in the work order
- Schedule a work order for as many days and as many technicians needed no need to create a work order for each tech or day
- Customizable Forms and Checklists:
- With ProjX360's customizable forms feature you can create any kind of form for your company in our software.
- With ProjX360 you can create custom checklists for the different types of processes you have in your company.
- Scheduling:
- A built in calendar it makes scheduling jobs easy and allows everyone to see what stage every project is at.
- See all your unscheduled project and service work orders off to the left of the calendar so they don't fall through the cracks.
- Filter the calendar by project, employee, date, or any combination.
- Invoicing:
- Progress invoice from the payment schedule of your proposal.
- Get paid right on the spot. With ProjX360 invoicing your service technicians can create an invoice while they are still on the jobsite to collect for the work they just completed.
- Easily push invoices to QuickBooks desktop or online to receive payment.
- Time and Budget Tracking:
- Time is of the essence and crucial to your project’s success. ProjX360 has built in time tracking software for each project and phase to ensure that projects come in on time and budget.
- Track time from the proposal what was bid verse actual.
- With the currently clocked in view you can see all your employees that are clocked in and to what project and what time they clocked in.
- ProjX360 does a GPS stamp of where people clock in and out.
- Push your employees time into QuickBooks for payroll.
- Repair Tracking:
- With the equipment repair tracking your service department can enter the product they have sent in for repair and keep track of the repair.
- Set a reminder date to get a notification to follow up on the repair .
- In the project you can see the history of all the products that went into repair for the life of that project.
- Inventory Management:
- Our inventory management system has bar-code scanning, serial number tracking, product tracking by project, virtual warehouses and much more.
- Allocate product to specific projects.
- Add product to our Purchase Order Queue so you can create bulk PO's to get free shipping.
- Reports:
- Create custom reports from any section of the software with our custom report builder.
- Create custom charts with our custom chart builder.
- See how the overall project came out with our Project Health Report.
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